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[Feature] Share Progress / Escalation Support #59

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opened 2026-02-10 15:59:13 +00:00 by chihlasm · 1 comment
chihlasm commented 2026-02-10 15:59:13 +00:00 (Migrated from github.com)
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Summary

Two mechanisms for sharing in-progress troubleshooting context:

  1. "Share Progress" button — generates a formatted summary of steps completed so far. Copy to clipboard for Teams/Slack. One click instead of typing "here's what I've tried."
  2. Read-only session link — shareable URL where anyone with the link can see session state. If they sign in, they can resume from where the previous engineer left off.

Why

Eliminates the "what have you tried so far?" back-and-forth that happens on every escalation. The structured format means the senior gets context in 30 seconds instead of 10 minutes of chat.

Workflow

  1. Junior engineer gets stuck → clicks "Share Progress"
  2. Pastes formatted summary into Teams chat with senior
  3. Senior reads structured summary (not a wall of chat text)
  4. If needed, senior opens the read-only link for full detail
  5. If escalating: senior resumes the session in ResolutionFlow

Implementation Notes

Phase 1: Copy Progress (Quick)

  • Reuse existing export logic on incomplete sessions
  • Add "Steps remaining" section showing where they are in the tree
  • "Share Progress" button copies formatted summary to clipboard

Phase 2: Read-Only Link

  • Generate share token → public read-only session view (no auth required)
  • Uses existing session_shares table (migration 023)
  • Read-only view shows path taken, decisions, scratchpad content

Phase 3: Session Reassignment

  • Allow session reassignment to another user (escalation handoff)
  • New owner resumes from current position

Acceptance Criteria

  • "Share Progress" button available during active sessions
  • Generates formatted summary of steps taken so far
  • Copy to clipboard with one click
  • (Phase 2) Shareable read-only link for sessions
  • (Phase 3) Session reassignment for escalation

Sources

  • docs/plans/2026-02-04-feature-ideas-brainstorm.md — Idea 2: Share Progress / Escalation
  • .claude/docs/ai/resolutionflow/10x/session-1.md — relates to Client Intelligence

Priority

Do Next — daily use for team collaboration

## Summary Two mechanisms for sharing in-progress troubleshooting context: 1. **"Share Progress" button** — generates a formatted summary of steps completed so far. Copy to clipboard for Teams/Slack. One click instead of typing "here's what I've tried." 2. **Read-only session link** — shareable URL where anyone with the link can see session state. If they sign in, they can resume from where the previous engineer left off. ## Why Eliminates the "what have you tried so far?" back-and-forth that happens on every escalation. The structured format means the senior gets context in 30 seconds instead of 10 minutes of chat. ## Workflow 1. Junior engineer gets stuck → clicks "Share Progress" 2. Pastes formatted summary into Teams chat with senior 3. Senior reads structured summary (not a wall of chat text) 4. If needed, senior opens the read-only link for full detail 5. If escalating: senior resumes the session in ResolutionFlow ## Implementation Notes ### Phase 1: Copy Progress (Quick) - Reuse existing export logic on incomplete sessions - Add "Steps remaining" section showing where they are in the tree - "Share Progress" button copies formatted summary to clipboard ### Phase 2: Read-Only Link - Generate share token → public read-only session view (no auth required) - Uses existing `session_shares` table (migration 023) - Read-only view shows path taken, decisions, scratchpad content ### Phase 3: Session Reassignment - Allow session reassignment to another user (escalation handoff) - New owner resumes from current position ## Acceptance Criteria - [ ] "Share Progress" button available during active sessions - [ ] Generates formatted summary of steps taken so far - [ ] Copy to clipboard with one click - [ ] (Phase 2) Shareable read-only link for sessions - [ ] (Phase 3) Session reassignment for escalation ## Sources - `docs/plans/2026-02-04-feature-ideas-brainstorm.md` — Idea 2: Share Progress / Escalation - `.claude/docs/ai/resolutionflow/10x/session-1.md` — relates to Client Intelligence ## Priority **Do Next** — daily use for team collaboration
chihlasm commented 2026-02-24 22:23:14 +00:00 (Migrated from github.com)
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Closing as implemented. Session sharing (Phase 1 + 2) was completed in PR #76: 'Share Progress' popover, session share creation/management modal, public read-only shared session viewer at /share/:token, and My Shares management page. Phase 3 (session reassignment/handoff) can be tracked as a separate follow-up if desired.

Closing as implemented. Session sharing (Phase 1 + 2) was completed in PR #76: 'Share Progress' popover, session share creation/management modal, public read-only shared session viewer at /share/:token, and My Shares management page. Phase 3 (session reassignment/handoff) can be tracked as a separate follow-up if desired.
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Reference: chihlasm/resolutionflow#59
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